THE EVOLUTION OF ENTERTAINMENT IN INDIA - IPSOS BRIEFING

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THE EVOLUTION OF ENTERTAINMENT IN INDIA - IPSOS BRIEFING
THE EVOLUTION
OF ENTERTAINMENT
IN INDIA
by Kumud Ghosal, Jeevika Kapadia, Ashwini Sirsikar and Sasha Francis | January 2020

IPSOS BRIEFING
INDIA
THE EVOLUTION OF ENTERTAINMENT IN INDIA - IPSOS BRIEFING
INTRODUCTION
      Television was introduced in India in 1959 but for many years    DIGITAL INFRASTRUCTURE IN
      it was limited to state-owned broadcaster Doordarshan ,   1      INDIA: FACTS AND FIGURES
      which had one channel with twice-weekly, one-hour
      programs.                                                        •   India is the fastest growing mobile market in the
                                                                           world.5
      However, there has been a marked shift in the television         •   Not only are over half of internet users solely mobile,
      entertainment options available in India today, with 48              nearly 60% accessed the internet for the first time
      paid-for broadcasters, an estimated 60,000 cable operators,          on their mobile phones – a clear contrast to many
      6000 Multi System Operators (MSOs) and six pay direct-to-            other countries, where desktop and laptop are the first
      home (DTH) operators, all in addition to the public service          devices used.
      broadcaster – Doordarshan. In total, there are over 850
                                   2
                                                                       •   The mass launch of 4G services by Reliance Jio
      TV channels registered with the Ministry of Information and          in 2016 and subsequent launches by other service
      Broadcasting.                                                        providers was an inflection point in India’s data story.
                                                                           This disruption led to a rapid surge in data usage
      2016 witnessed the arrival of a revolution in content                on the back of promotional offers by all leading
      consumption in India, with the entry of OTT (over-the-top)           telecom operators.
      media services. OTT content is defined as the “productized       •   OTT content consumption is evolving from niche
      practice of streaming content to customers directly over             to mass content, with long-form content gathering
      the web .” This has marked a big shift from the traditional
               3
                                                                           traction. The increased popularity of large screens
      tune-in, “consume-what-you-are-fed” model of conventional            and investments in original content creation is further
      terrestrial, cable or satellite dish television, towards a new       driving consumption. Live streaming has emerged as
      on-demand era of choice.                                             a focus area for OTT players, with the sports genre
                                                                           especially attractive from a viewership and monetization
      Given the OTT boom, 82% of users in the Indian market are            point of view.6
      currently engaged on free-to-view, advertising-led video-        •   Video is driving the data traffic. The average
      on-demand platforms (like YouTube), compared to the 18%              consumer spends around three to five hours consuming
      who pay for content on subscription-led video-on-demand              media per day, of which, 35% is spent on digital media
      services (such as Netflix and Amazon Prime).   4
                                                                           consumption on a mobile phone.7

      There are many factors that have been conducive to the
      on-demand model in India, the foremost being the growing
      penetration of internet and smart phones.

      .

2   IPSOS BRIEFING | INDIA                                                            THE EVOLUTION OF ENTERTAINMENT IN INDIA
THE EVOLUTION OF ENTERTAINMENT IN INDIA - IPSOS BRIEFING
Figure 1 Digital population in India

                               Active
                           internet users
                                            560
                                             Million

                           Active mobile
                           internet users
                                            515.2
                                             Million

                            Active social
                            media users
                                            310
                                             Million

                         Active mobile
                       social media users   290
                                             Million

   Source: Statista (January 2019)

THE EVOLUTION OF ENTERTAINMENT IN INDIA                IPSOS BRIEFING | INDIA   3
STUDY AND METHODOLOGY
      With the many economic and digital changes happening in                For online, we included both unpaid and paid content
      the Indian market, we set out to research how online and               (YouTube, Amazon Prime, Netflix and HotStar). For offline, we
      offline content stack up against each other in the viewer’s            considered all conversations dealing with channels available
      mind. One of the main sources of information for this is social        through satellite TV.
      media, as Indians are increasingly expressing their views
      online about almost everything. We proceeded to gain an                We then sifted through these conversations to weed out the
      understanding of the key aspects driving users to both online          junk, ads and other non-relevant content. Following this, we
      and offline content, and explored the differences in these             searched for relevant and insightful conversations, analyzing
      trends.                                                                the data of 311 in total to unearth the themes around the
                                                                             type of content being talked about for both offline and online.
      We used our social intelligence tool, Synthesio , to crawl
                                                       8

      social media and pull out relevant conversations that took
      place over the past year in respect to both offline and online
      content.

        ONLINE STREAMING CONTENT: KEY THEMES
      Focussing on the data for conversations around online                  We could ascertain three distinct themes, as highlighted in
      streaming content, we examined the key themes emerging                 figure 2, in terms of the way the user was discussing the
      around what is watched, and how.                                       content on social media.

         Figure 2 Online streaming content themes

                                                                                   14%
                                                                                     Realism

                             54%
                             Individual                                                        32%
                             preferences                                                          Social
                                                                                                 currency

         Source: Social data captured through Synthesio (March-April 2019)

4   IPSOS BRIEFING | INDIA                                                                   THE EVOLUTION OF ENTERTAINMENT IN INDIA
THEME 1: REALISM
Online content has built a distinct identity beyond the genre            Quotations taken from online conversations tracked by
of fantasy or idealism, which was the core theme over                    Synthesio on the theme of realism include:
the years and dominated the content world in India. Now
we observe the trend of realism emerging, even in Indian                   “Loved watching #LustStories on #Netflix ... the four
cinema, with films such as Gully Boy, Gold and Toilet. We are              films were so different and yet so similar in giving
witnessing an attitudinal change in the following ways:                    us four amazing female protagonists... an absolute
                                                                           treat for all.”
 •       Breaking stereotypes through strong and realistic
         character representations – the characters are
         interestingly not perfect, but their flaws create more                “I just finished watching all three seasons of
         empathy                                                               Hannibal on Netflix and I’m speechless. You are
 •       A fresh take on existing concepts and complex plots,                  a creative genius. You created such a dark and
         and not always a happy ending                                         complex world. Amazing. Why do I feel like I have
 •       Viewers are no longer looking at content to escape                    had some good therapy?”
         reality but are now open to coming face-to-face with a
         dark reality
                                                                           “Love watching Netflix on a big screen #Ghoul is
                                                                           such an entertaining series and the concept is so
                                                                           awesome.”

     Figure 3 Most talked about online streaming shows in India

 35

 30

 25

 20

 15

 10

     5

     0
             Sacred          Ghoul         Stranger          Lost in     Narcos         House of        Black           True
             Games                          Things           Space                       Cards          Mirror        Detective

     Source: Social data captured through Synthesio (March-April 2019)

THE EVOLUTION OF ENTERTAINMENT IN INDIA                                                                            IPSOS BRIEFING | INDIA   5
THEME 2: SOCIAL CURRENCY
      Interaction with online content, especially realistic, dark,        implied belief seems to be that TV is for the masses and OTT
      western content, is used as a social currency by consumers.         is for the classes - a divide which was earlier seen through
      Sharing views is a trending phenomenon, driving offline             art house versus mainstream Bollywood movies. Online
      content viewers to interact with online content in order to         content is also helping the viewer feel like a citizen of the
      be part of the conversations. Somewhere the unstated but            world, revealing new cultures, countries and lifestyles.

       THEME 3: INDIVIDUALISM
      Given that there are so many genres of programmes                   Quotations taken from online conversations tracked by
      available, viewers can make choices about what they want,           Synthesio on the theme of individualism include:
      and don’t want, to watch. Entertainment is not limited to just
      collective consumption anymore. It allows viewers to give              “Watching TV with other humans just gives me
      preference to their individual needs over family needs and             anxiety, and that’s 100% of the time. Sometimes,
      allows freedom to be themselves without any judgement.                 I want to watch a crappy show and shove cheese
                                                                             balls into my mouth while I sprinkle crumbs all over
      Online content offers better control to the viewer; access             the place.”
      anytime, anywhere and on any device. Interestingly, the lethal
      mix of on-demand non-stop access to content, combined
                                                                                 “Sunday brings this for us! What did it get for you?
      with the high probability of finding something that you love,
                                                                                 Order a yummy pizza, tune in to Netflix and let
      has resulted in the phenomenon of binge watching. In fact, it
                                                                                 your weekend rest in peace! #SundayMotivation
      can be argued that the core competition for online streaming
                                                                                 #WeekendWisdom #weekendvibes”
      content is sleep!

      This practice of binge watching also matches the youth                 “Ideal way to unwind after work, during weekends,
      credentials of impatience, hedonism and impulsiveness.                 catch up on what is missed #Netflix&Chill”

       BRAND REPUTATION
      For online streaming content, we can see that most of the           Quotations taken from online conversations tracked by
      conversations are around the programmes and the different           Synthesio about online content providers include:
      content providers. The audience have clear perceptions about
      the content provider, such as:                                             “I intended to get a Netflix subscription, but it is too
                                                                                 overpriced and expensive compared to others.”
       •    Netflix: Quality, international content but not affordable
            to all
                                                                         “There isn’t much to watch on Hotstar apart from
       •    Amazon Prime: Good value for money with bundled
                                                                         sports or missed shows on TV”
            benefits on shopping and entertainment
       •    Hotstar: The place to go for live cricket and TV show

                                                                                 “Netflix has good content, Amazon Prime is a
                                                                                 good price”

6   IPSOS BRIEFING | INDIA                                                                 THE EVOLUTION OF ENTERTAINMENT IN INDIA
OFFLINE CONTENT - THE KEY THEMES
For offline viewers, we found a number of different themes             discussing offline content on social media. We can separate
emerging through our analysis of how users were                        these into four distinct themes (as outlined in figure 4).

   Figure 4 Offline content themes

                                                 14%
                                                 Negativity
                                                                                13%
                                                                           Embedded in daily
                                                                               routines

                         28%
                           Idealism

                                                                                           45%
                                                                                          Love for the
                                                                                         never-ending

   Source: Social data captured through Synthesio (March-April 2019)

THEME 1: LOVE FOR THE                                                   THEME 2: EMBEDDED IN
NEVER-ENDING                                                            DAILY ROUTINES
One major theme that we can see emerging is what we are                Some of the conversations around offline content are
referring to as the ‘love for the never-ending’, i.e. when             about how a show has become an integral part of daily
viewers want their favourite programmes to go on endlessly.            life. Interestingly, unlike online, offline content viewing is
Many of the conversations online are from a viewer urging a            more about finding a slot in the viewer’s everyday life, rather
channel to never end a particular programme.                           than it taking over (binge watching).

                                                                       Quotations taken from online conversations tracked by
                                                                       Synthesio on the theme of daily routine include:

                                                                         “Chilling out on the bed in your hotel room watching
                                                                         television, while wearing your own pajamas, is
                                                                         sometimes the best part of a vacation”

                                                                              “We don’t do much in the evenings except
                                                                              watch television”

THE EVOLUTION OF ENTERTAINMENT IN INDIA                                                                            IPSOS BRIEFING | INDIA   7
THEME 3: IDEALISM
      Offline content featuring storylines with idealistic characters   traditionally collective society, we are now seeing a strong
      seem to connect well with the audience. India is a collective     emergence of the ‘I’ within the collective. This is being
      society; values such as love, nurture and family relationships    reflected in brand choices and media consumption. Offline
      are dear to viewers and these are reflected in the content        viewers are watching family shows, in the company of their
      on TV. In this context, some of the popular programmes            loved ones, and upholding family values. Life is presented as
      mentioned were Bepannah and Silsila.                              black or white, a world the traditional viewer is comfortable
                                                                        with. Online viewers, on the other hand, have had enough
      Clearly online and offline content are addressing two distinct    of this idealistic world which neither reflects contemporary
      needs reflecting the cusp of where India is currently. As a       culture nor life in the truest sense, with all its shades of grey.

       THEME 4: NEGATIVITY
      From our analysis, we can see that offline viewers are            Quotations taken from online conversations tracked by
      also objecting to TV shows that make them uncomfortable.          Synthesio on the theme of negativity include:
      For example, those that feature themes of infidelity or
      discrimination. It appears “moral policing” is higher on
                                                                               “Worst show ever in the TV industry, stop
      offline shows as typically the entire family watches it,
                                                                               encouraging the extra marital affair.”
      so any transgressions are a concern for the viewer.

                                                                           “Colors TV plz stop this show. Stop spreading
                                                                          negativity. It is harmful for society.”

8   IPSOS BRIEFING | INDIA                                                               THE EVOLUTION OF ENTERTAINMENT IN INDIA
FUTURE TRENDS
Through our research at Ipsos, and insights from the industry           Artificial Intelligence (AI) to make recommendations to
in general, we can make a number of predictions about future            the user based on their viewing history.12 The role of AI is
trends for offline and online content consumption:                      increasingly integral to how we discover content.

•    Given that offline and online content seem to be satisfying    •   Although online streaming services provide depth in
     two distinct needs, offline TV will continue to hold a             content choice, discovering content that viewers like
     special place for viewers in India. India is a collective
                                        9
                                                                        requires time and research. People are increasingly
     society where TV watching is almost a family ritual, which         time-poor, unable to search for content that is relevant
     many households still hold on to.10 There is also a huge           and interesting to them. In future, OTT providers will be
     consumption base in rural India and amongst the older              curating content based on viewers friends’ preferences
     generation for whom watching on a big screen is the                and recommendations, just like good reads in Kindle.
     preferred experience. They can relate better to the content        Additionally, the search interface needs to be more
     on television, and it delivers the best value for money.           user-friendly and intuitive – currently an area of
                                                                        improvement for Amazon Prime Video and Netflix.
•    In order for OTT players to attract viewers from offline,
     some of the following strategies could be implemented:         •   A reason for preferring online to offline content is
                                                                        because there is better control for the viewer - they
     -   In terms of content, there are certain genres, such            decide what, and when, to watch. Extending the
         as romance, which are not as well represented                  same rationale to a show, i.e. control in deciding the
         in online content as in offline content, so online             storyline, is the next level for the viewer, possibly across
         content providers might want to focus on these.                both online and offline media. Content which is more
     -   Currently, online content has an English-speaking              immersive and participative is also seen to be more
         westernized profile and that is what our social                engaging.
         listening tool has tapped into. However, a change
         in user demographics from a digital savvy youth in         •   Price is a barrier to adoption for online streaming
         top cities to tier 1 and 1 cities across geographies           content. 13 Different price rates by types of content
         and socioeconomic classes is having an effect.                 (English, regional etc.) could be an option in future.
         According to a recent report, 40% of OTT platform              Sachet pricing could also be introduced - offering daily/
         viewership comes from regional content.11 To attract           weekly subscriptions instead of monthly. 14
         this offline and/or regional content viewer, there
         needs to be some bridge content which cuts across
         different sets of viewers in India. Interestingly Sacred
         Games, a bilingual show, has done this successfully.         In future, OTT providers
     -   Given that a large segment of online content viewers
         are using their mobile screens to watch programmes,
                                                                      will be curating content
         the content needs to work well on all devices and                   based on viewers
                                                                     friends’ preferences and
         phones with different kinds of capabilities.

•    Increasingly, viewers are consuming shows based on
     their individual preferences. Tapping into this need for
                                                                       recommendations, just
     personalization is important. For example, Netflix uses        like good reads in Kindle.

THE EVOLUTION OF ENTERTAINMENT IN INDIA                                                                       IPSOS BRIEFING | INDIA   9
CONCLUSION
       Our methodology is a good indicator for understanding             For example, one of the reasons for the success of Sacred
       viewer attitudes and perceptions of online vs offline media,      Games on Netflix in India was that it filled a gap in the
       considering how freely people share their opinions, views         market for a slick thriller in Hindi. Thriller is a comparatively
       and interests on social media today. Social media data is a       unexplored genre in Indian movies/TV and only in the last
       useful way of capturing trends and is as close to being ‘in the   three years have they found a consumption market. Sacred
       moment’ as possible, with postings usually happening while        Games exposed the dark underbelly of India, combining
       the viewer is watching a program, or shortly afterwards.          the themes of friendship, lust, betrayal and power in a
                                                                         contemporary manner. Similarly, the success of Lust Stories,
       It’s important to note, however, that social media data tends     a show which talks about four independent women exploring
       to be skewed more towards the younger and higher socio-           their passions openly (a somewhat taboo topic), reflects
       economic classes. Online streaming content also seems to          a larger societal change happening in India with women
       generate more conversations on social media than offline          becoming more assertive, independent, uninhibited and open
       content. Hence social media data alone is not enough for          in their acknowledgment of their physical and emotional
       a thorough analysis of consumer preferences. Additionally,        needs. For any content provider it is important to have a
       we need to adopt a cultural lens to understand consumers’         sense of the cultural shifts and hot topics which are capturing
       content needs and how society is changing. Trends in              the pulse of the viewer.
       media consumption are often led by larger cultural changes
       happening around us.

10   IPSOS BRIEFING | INDIA                                                               THE EVOLUTION OF ENTERTAINMENT IN INDIA
ABOUT SYNTHESIO

The Ipsos trend radar and social analytics tool which        listening data in over 80 languages to provide access to
uses the Synthesio platform helps to surface trends by       the most complete collection of data on the market. More
tracking top performing content and hashtags across social   details of this can be found here: www.synthesio.com/signals/
networks. Synthesio is owned by Ipsos and sources social

    REFERENCES
1.   https://indianexpress.com/article/entertainment/        8.   https://www.synthesio.com/
     television/the-world-came-home-2932048/
                                                             9.   https://www.robosoftin.com/blog/ott-vs-television
2.   https://www.indiatelecomonline.com/cable-tv-
                                                             10. https://economictimes.indiatimes.com/industry/media/
     industryin-india/
                                                                  entertainment/television-remains-the-choice-of-
3.   https://www.tapjoy.com/resources/what-isott/                 themasses-even-in-digital-times/articleshow/65097493.
                                                                  cms?from=mdr
4.   https://www.livemint.com/opinion/online-views/
     opinion-self-regulation-is-thebest-kind-of-             11. https://www2.deloitte.com/in/en/pages/
     regulation-1548873976849.html                                technologymedia-and-telecommunications/articles/tmt-
                                                                  indiapredictions-2018.html
5.   https://mobileecosystemforum.com/2016/06/07/10-
     things-you-need-to-know-about-indias-mobile-market/-    12. https://www.muvi.com/blogs/ott-industry-
     market/                                                      trendsin-2019.html

6.   https://www.livemint.com/Consumer/                      13. https://www.thedrum.com/news/2019/07/18/
     ePS4JiEeb4iVECN7odUu0L/Why-millennials-areditching-          netflixsubscriber-growth-weakens-following-price-hike-
     TV-for-online-content.html                                   rivalscircle

7.   https://m.dailyhunt.in/news/india/english/inuth-epape   14. https://www.theverge.com/2019/7/17/20698367/
     rinuth/2+out+of+3+viewers+of+sacred+games+wer                netflix-mobile-only-streaming-plan-confirmed-india
     e+from+outside+india+and+cue+standing+ovation-
     newsid-101114450

 FURTHER READING
•    The Digital First Journey, KPMG 2017: https://assets.
     kpmg/content/dam/kpmg/in/pdf/2017/10/The-Digital-
     First-journey.pdf

THE EVOLUTION OF ENTERTAINMENT IN INDIA                                                              IPSOS BRIEFING | INDIA   11
BRIEFING
INDIA
Kumud Ghosal Executive Director, Ipsos UU, Ipsos in India
Jeevika Kapadia Research Director, Ipsos UU, Ipsos in India
Ashwini Sirsikar Service Line Leader, Ipsos in India
Sasha Francis Research Manager, Social Intelligence Analytics, Ipsos in India

The Ipsos Briefing papers
are produced by the
Ipsos Knowledge Centre.

www.ipsos.com
@Ipsos
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